Wealth Advisor Support Specialist

711 MS Smith Barney, LLC; Military Park (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Florida. The role emphasizes client relationship building, handling account information, and facilitating routine service requests to maintain high client satisfaction.

The position requires relevant licenses (Series 7/66 or 63/65) and strong communication, organization, and multitasking abilities in a fast-paced environment.

Qualifications

• Education and/or Experience High School Diploma/Equivalency; College degree preferred.
• Active FINRA Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA); two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships; execute money movement transactions on request.
• Answer general non-investment questions regarding client accounts, including relaying stock positions and balances.
• Onboard and maintain client accounts, collect client information and required documentation, and enroll clients in digital tools.

Skills

Interpersonal skills

Client service

Time management

Multitasking

Microsoft Office (Advanced)

Written communication

Team collaboration

Education

High School Diploma or equivalent

FINRA Series 7/66/63/65 licenses

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Florida. The role emphasizes client relationship building, handling account information, and facilitating routine service requests to maintain high client satisfaction.

The position requires relevant licenses (Series 7/66 or 63/65) and strong communication, organization, and multitasking abilities in a fast-paced environment.